Global Macro Service > Global Macro Themes And Asset Views Chartbooks

Global Macro Themes and Asset Views Chartbook, November 2019

In our global macro chartbook for November, we summarise our views on current global themes and asset markets, and link to our research highlights over the last month. We forecast that world GDP this year and next will be the weakest of the post-crisis period, both at 2.5%.

We highlight our research on the economic impacts of global warming and the current assumptions that make up our baseline forecast. Through scenario analysis, we examine the consequences of climate change and draw conclusions to the economies that will likely be most affected.

We also go into detail on the turning points for the next recession globally and domestically, our new non-oil GCC indicators that enhance the precision of our short-term forecasts, and how household spending is driving growth in Africa’s best performing economies.

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